USPTO trademark record

GOALS-BASED DYNASTIC WEALTH PLANNING

Live mark · Owner Knollwood Investment Advisory, LLC · Classes 36

Mark details

Owner: Knollwood Investment Advisory, LLC
Serial number: 99692806
Registration number: Not registered
Status: NON-FINAL ACTION - MAILED
Classes: 36 (Finance / insurance)
Filed: 2026-03-10
Registered: —
Goods / services: Investment advisory services; Management of a capital investment fund; Venture capital advisory services; Venture capital fund management; Providing venture capital, development capital, private equi…

Register data indexed 2026-11-07. Bulk records trail live filings — check the official USPTO search for the latest status before filing.

Similar marks

Nearest marks in the register to GOALS-BASED DYNASTIC WEALTH PLANNING.

GOALS-BASED PLANNINGLive

Classes 36 (Finance / insurance), 42 (Software / tech services (SaaS, design, hosting)) · Horizon Investments, LLC

GOALS AESTHETICS & PLASTIC SURGERYLive

Classes 44 (Medical / veterinary / agriculture services) · NYC Medical Practice IP Holdings Corp.

GOALS AESTHETICS & PLASTIC SURGERYLive

Classes 44 (Medical / veterinary / agriculture services) · NYC Medical Practice IP Holdings Corp.

GOALS AND AMBITION MEAN EVERYTHINGLive

Classes 41 (Education / entertainment) · Game 7even LLC

GOALS BEFORE H??ESLive

Classes 25 (Clothing / footwear) · Redando Belle Amour

Screen your own name

A fast first-pass screen against the USPTO federal register — sound-alikes, look-alikes, and same or related classes, in plain English. Free, no signup.

Screen a name — free · Start a free watch